Wells Fargo

Growth Marketing

• Lead and evolve the national vision, strategy, and operating model for relationship management across FiNet, ensuring alignment with FiNet’s growth objectives and the broader WIM organization
• Serve as a senior thought partner to the President of FiNet, providing insight on advisor sentiment, engagement trends, retention risks, and growth opportunities.
• Act as an executive ambassador for FiNet with key independent advisory business owners and enterprise stakeholders.
• Directly lead and develop four FiNet Divisional Leaders, ensuring consistent execution of engagement standards while allowing flexibility for regional market dynamics.
• Build a strong leadership bench by fostering a culture of talent development, accountability, and continuous improvement across the national relationship management organization.
• Establish clear performance expectations, success metrics, and development pathways for divisional and senior relationship management leaders.
• Own national accountability for advisor engagement, retention, satisfaction, and organic growth across the FiNet platform.
• Ensure consistent execution of minimum contact standards, practice engagement requirements, and data-driven accountability for advisor outcomes.
• Personally manage and maintain relationships with a select group of strategically important or complex FiNet practices, as appropriate.
• Co-lead and coordinate National, Divisional and Local meetings with groups of FiNet business owners and advisors to foster growth, engagement and knowledge expansion.
• Partner closely with National Sales, Recruiting, Supervision, Marketing, and broader WIM leadership to deliver a seamless, coordinated advisor experience.
• Support the design, rollout, and communication of key strategic initiatives impacting FiNet advisors nationally.
• Evolve the FiNet Advisor Relationship Manager model to support scale, advisor sophistication, and national consistency while preserving a high-touch experience.
• Leverage data, advisor feedback, and market insights to continuously refine engagement strategies and service delivery.
• Maintain deep expertise in the Wells Fargo Advisors and FiNet platforms, products, and services to ensure relevance and credibility with advisors.

National Head of FiNet Advisor Engagement – Growth

Customer Support

• Be accountable for a complex portfolio of customers
• Share leadership role with managers to oversee a portfolio of accounts
• Identify opportunity for process improvements within the portfolio
• Review and analyze the decision process for customer accounts and evaluate the profitability and risk of designated portfolio
• Verify compliance and report identified issues for resolution
• Make decisions on complex customer issues
• Partner with managers to resolve issues and provides status updates on implementations
• Develop expertise in the policies, procedures, and compliance requirements
• Handle complex customer issues which include escalation and resolution
• Lead team and serve as a subject matter expert for the department
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Business Relationship Support Specialist

Consultant

• Leads structured requirement gathering, validate end‑to‑end impacts, and acts as a single coordination point across product, technology, and operations.
• Develop and execute implementation strategies through the facilitation of readiness activities.
• Lead and support multiple functional activities in support of business readiness activities.
• Lead cross functional teams to strategize, plan, and execute a variety of programs, services and initiatives.
• Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate.
• Review strategic approaches and effectiveness of support function and business performance.
• Perform impact assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations.
• Make decisions in complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans.
• Collaborate and consult with members across functional teams and partner groups to drive the implementation of strategic initiatives.
• Develop written publications to various audiences in support of implementations.
• Influence, guide and lead less experienced Strategy and Execution staff within the group.

Lead Business Execution Consultant – Business Banking

QA Automation Engineer

• Design, develop, and maintain Python and Ansible-based automation to operate and manage authoritative network services platforms including DDI and enterprise timing systems
• Build and manage Ansible roles and workflows that automate platform behavior through APIs, enforcing standards and reducing manual operational touchpoints
• Develop Python automation to support platform‑level workflows, including service state validation, health checks, pre‑change and post‑change verification, reporting, and telemetry collection
• Integrate platform automation with version control and CI/CD pipelines to support testing, controlled change execution, and governed rollouts
• Produce clear documentation for platform automation workflows, including inputs, expected outcomes, guardrails, failure handling, and operational runbooks
• Create automation to support DDI and timing service lifecycle management, including pre‑validation, staged deployments, post‑change verification, and rollback signaling
• Develop compliance and audit‑support tooling to improve visibility into platform configuration, service state, and policy enforcement
• Use automation and tooling to support diagnostics, troubleshooting, and operational efficiency for authoritative network services platforms
• Lead the design and execution of complex technical initiatives related to enterprise‑scale network services and timing infrastructure
• Collaborate with peer engineering teams, security partners, and stakeholders to align platform automation with enterprise controls and operational requirements
• Identify gaps in platform operations and governance and recommend automation‑driven improvements to improve reliability and service levels

Lead Network Automation Engineer

Backend Engineer

• Implement and integrate mortgage prepayment models into the firm's proprietary analytics library using C++
• Grasp prepayment logic end-to-end, reason through functional logic and edge cases, and implement efficient, production-grade code that meets library standards
• Integrate models with existing APIs as well as upstream and downstream systems
• Develop and maintain comprehensive unit and integration tests with solid coverage across core flows and edge cases
• Manage versioning, configuration, and backward compatibility across releases
• Write clear documentation, examples, and runbooks to support users, operators, and validators
• Collaborate effectively with business, model development, model validation, and technology teams

Lead Front Office Quant Developer – Modern C++

• Lead end-to-end execution of high-priority branch growth initiatives, translating strategy into clear plans, milestones, and deliverables.
• Drive day-to-day progress across multiple concurrent initiatives to ensure commitments are met and delivery stays on track.
• Coordinate cross-functional workstreams (e.g., Product, Marketing, Analytics, Technology, HR, Incentives, Controls) to enable aligned execution.
• Identify, manage, and escalate risks, dependencies, and decision gaps to prevent delivery delays.
• Serve as the primary integration point across teams, ensuring workstreams are coordinated and outputs are interconnected.
• Prepare initiatives for executive governance forums and senior leadership meetings.
• Develop concise, decision-ready materials outlining objectives, progress, risks, trade-offs, and required actions.
• Facilitate leadership discussions to drive clear decisions, aligned direction, and defined follow-through, and update execution plans with leadership decisions.
• Track progress against outcomes and commitments, maintaining transparency, accountability, and continuous improvement.

Branch Growth and Productivity Execution Lead

Business Development Rep

• Work closely with Cards & Personal Loans leadership and partners to manage the business development priorities and roadmap
• Source business development and partnership opportunities, with a focus on delivering card product benefits and loyalty services
• Serve as the liaison between Cards & Personal Loans and other lines of businesses and functions on broader enterprise opportunities
• Field and vet in-bound opportunities from external partners
• Lead end-to-end deal structuring and negotiation
• Establish and manage routines with Cards & Personal Loans leadership and partners on deal activity and pipeline
• Coordinate hand-offs with internal teams on post-deal execution and ongoing partner management
• Lead, develop, and mentor a high-performing team

Business Development Director – Cards and Personal Loans

Risk

• Manage and develop a team of multiple levels of managers and individual contributors with focus on delivering service of moderate to high complexity for cross functional stakeholders and internal partners associated with the risk mitigation function or affected by its outcomes
• Identify opportunities for process improvement and risk control development by overseeing strategy and execution of all activities
• Lead team by making strategic decisions to resolve highly complex issues related to higher risk deliverables; interpret and develop range of policies and procedures for functions with moderate to high complexity and risk
• Collaborate with and influence all levels of professionals, including senior leadership
• Engage and influence business heads, regulators, control management, risk, legal, and audit partners to successfully ensure appropriate management of business risk
• Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in business group
• Develop and guide a culture of talent development to meet business objectives and strategy

Business Accountability Director – Third Party Governance

Operations

• Lead and supervise risk and the operations of teller functions to deliver exceptional customer service and colleague experience, and ensure timely completion, quality, and compliance in teller functions
• Provide feedback and present ideas for improving customer service and colleague experience, and related performance management process and tools
• Perform operational and customer support tasks
• Provide excellent customer service, engage customers in conversations, and build relationships with them
• Manage the schedule and the daily operations of the teller line
• Make decisions and resolve issues related to daily operations of the teller line, under direction of regional banking management
• Leverage interpretation of applicable regulations, policy and procedure requirements, and audit and escalation procedures
• Support customers and employees in resolving or escalating concerns or complaints
• Collaborate and consult with branch employees, colleagues, and mid-level managers
• Interact directly with customers
• Coach, motivate, and develop a diverse team of direct reports to achieve full potential and meet established business objectives
• Manage allocation of people and financial resources for branch operations
• Mentor and guide talent development of direct reports and assist in hiring talent

Branch Operations Manager

Data Scientist

• Partner with multiple stakeholders to size out and align on strategy for upcoming marketing campaigns
• Evaluate key marketing levers for future optimization
• Develop a learning agenda for the continuous refinement and optimization of marketing campaigns, utilizing statistical techniques and experimental design
• Support the monthly forecasting process, estimating future performance based on historical data
• Ensure adherence to compliance and legal regulations and policies on all projects managed
• Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to senior leadership

Senior Test Design and Campaign Planning Consultant – Senior Data Science

Product Designer

• Develop and execute customer-experience solutions for Wells Fargo’s app and website
• Manage the design, creation, and production of customer-experience elements from product concept through completion, including product updates and revisions
• Apply emerging AI‑enhanced workflows to accelerate ideation, execution, and quality of design output
• Develop and execute customer-experience solutions by employing a broad array of user centered design tools including: customer experience brief, design strategy, wireframes or visual mockups, layouts, site maps, taxonomies, navigation schematics, task flows, design briefs, key screens, templates, prototypes
• Review and analyze high-profile or complex projects and may lead projects or teams of user-centered design specialists
• Develop new research and test theories that lead to alternative, leading edge design solutions
• Analyze relevant internal and external sites and consult standards and guidelines as well as policies to determine best practices
• Exercise independent judgment to guide risk deliverables
• Design, develop, test, and refine prototypes
• Lead team to meet key milestone deliverables while leveraging solid understanding of business, user, and technical requirements
• Develop and oversee planning and execution of projects, production schedules, and quality assurance
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

Senior Product Designer

Infrastructure Engineer

• Focus on delivering commitments aligned to enterprise strategic priorities
• Build support for strategies with business and technology leaders
• Guide development of actionable roadmaps and plans
• Identify opportunities and strategies for continuous improvement of product delivery practices
• Identify financial management and strategic resourcing
• Set risk management guidelines and partner with stakeholders to implement key risk initiatives
• Develop strategies for hiring engineering, operational and administrative talent
• Collaborate and influence all levels of professionals including more experienced managers
• Lead team to achieve objectives and key results
• Interface with external agencies, regulatory bodies, or industry forums
• Develop and guide a culture of talent development to meet business objectives and strategy
• Lead the team by making strategic decisions to resolve highly complex issues to meet higher risk deliverables like content strategy/creation, customer experience, analytics/research or product management
• Interpret and develop range of policies and procedures for functions with moderate to higher complexity and risk
• Build and sustain a strong risk culture including a balanced approach through working in cooperation and consultation with all lines of defense across the enterprise.
• Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in aligned department or business group
• Lead efforts to facilitate / manage projects, products, strategic plans and execute other operational aspects on behalf of leader
• Lead efforts to define / manage required business plans (i.e. draft proposals & plans) and support related initiatives across products – including analyzing & identifying opportunities for efficiencies and innovation across internal processes and the tools to support.
• Support the product line general manager to solve problems, manage disputes and deal with any issues impacting the TI organization.

Executive Director – Security Infrastructure Engineering, Senior Manager, Data at Rest Encryption

Security Engineer

• Focus on delivering commitments aligned to enterprise strategic priorities
• Build support for strategies with business and technology leaders
• Guide development of actionable roadmaps and plans
• Identify opportunities and strategies for continuous improvement of product delivery practices
• Set risk management guidelines and partner with stakeholders to implement key risk initiatives
• Collaborate and influence all levels of professionals
• Interpret and develop range of policies and procedures for functions with moderate to higher complexity and risk
• Lead efforts to facilitate/manage projects, products, strategic plans and execute other operational aspects
• Support the product line general manager to solve problems, manage disputes and deal with any issues impacting the organization.

Lead Infrastructure Security Engineer – Data at Rest Encryption

Manager

• Provide strong, inclusive leadership to build and retain a high-performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence.
• Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes.
• Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high-impact coaching through observation, feedback, and follow-up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities.
• Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance.
• Identify opportunities for making banking easier for customers through education and demonstration of available digital options.
• Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share.
• Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company.

Branch Manager – Four Cities District

Business Operations

• Plan and execute enterprise disaster recovery tests in accordance with regulatory and Resiliency Program requirements
• Understand regulatory requirements as it relates to disaster recovery
• Create the scope of the tests applications, business process, client participation, stretch objectives
• Document that scope within a Test Plan Summary that will outline the objectives, participation and logistics associated with the exercise
• Coordinate with the technology teams on the application requirements and recovery plans associated with critical applications
• Interface with relationship teams and prepare client participation documents and communications
• Coordinate and manage the overall environment recovery for each test, including status reports, and problem management processes that will be used throughout the exercise
• Prepare and deliver comprehensive Post Test Summary after each exercise evaluation performance against stated objectives
• Coordinate any re-testing that is necessary, based upon the results of the exercise
• Contribute to the development of systems and procedures that are both cost effective and meet the relevant business requirements